Latest Institutional Purchases of Ishares Msci World ETF (URTH)
This list provides information on the latest institutional transactions involving Ishares Msci World ETF (URTH) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jan 31, 2023
Q4 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
69KNew |
$6.88M - $7.99M
|
69K
$10.6M
|
|
Feb 14, 2023
Q4 2022
|
Caxton Associates LP
New York, NY |
BUY
|
- |
18.4KNew |
$1.83M - $2.13M
|
18.4K
$2.81M
|
|
Feb 09, 2023
Q4 2022
|
Renasant Bank
|
BUY
|
- |
12.9KNew |
$1.29M - $1.5M
|
12.9K
$1.98M
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
9.67K+ 199.53% |
$964K - $1.12M
|
14.5K
$2.22M
|
|
Jan 17, 2023
Q4 2022
|
Dash Acquisitions Inc.
|
BUY
|
- |
5.66KNew |
$564K - $655K
|
5.66K
$866K
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
3.91K+ 872.1% |
$390K - $453K
|
4.36K
$667K
|
|
Feb 14, 2023
Q4 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.34KNew |
$334K - $387K
|
3.34K
$512K
|
|
Jan 18, 2023
Q4 2022
|
Lvw Advisors, LLC
|
BUY
|
- |
2.97K+ 87.32% |
$296K - $344K
|
6.37K
$975K
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
2.82KNew |
$281K - $327K
|
2.82K
$432K
|
|
Feb 10, 2023
Q4 2022
|
Third Avenue Management LLC
New York, NY |
BUY
|
- |
2.63KNew |
$262K - $305K
|
2.63K
$403K
|
|
Feb 13, 2023
Q4 2022
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
2.3KNew |
$229K - $266K
|
2.3K
$352K
|
|
Jan 31, 2023
Q4 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
2.11KNew |
$211K - $244K
|
2.11K
$323K
|
|
Feb 06, 2023
Q4 2022
|
Moneda S.A. Administradora General De Fondos
|
BUY
|
- |
2KNew |
$199K - $232K
|
2K
$306K
|
|
Jan 25, 2023
Q4 2022
|
Whittier Trust CO
|
BUY
|
- |
1.78KNew |
$177K - $206K
|
1.78K
$272K
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
275New |
$27.4K - $31.9K
|
275
$42.1K
|
|
Feb 13, 2023
Q4 2022
|
Us Bancorp \De\
|
BUY
|
- |
213New |
$21.2K - $24.7K
|
213
$32.6K
|
|
Jan 27, 2023
Q4 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
169New |
$16.9K - $19.6K
|
169
$25.9K
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
151New |
$15.1K - $17.5K
|
151
$23.1K
|
|
Jan 20, 2023
Q4 2022
|
Affiance Financial, LLC
|
BUY
|
- |
132New |
$13.2K - $15.3K
|
132
$20.2K
|
|
Feb 09, 2023
Q4 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
114New |
$11.4K - $13.2K
|
114
$17.5K
|
|
Feb 15, 2023
Q4 2022
|
Retirement Group, LLC
|
BUY
|
- |
75New |
$7.48K - $8.69K
|
75
$11.5K
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
BUY
|
- |
66New |
$6.58K - $7.64K
|
66
$10.1K
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
36New |
$3.59K - $4.17K
|
36
$5.51K
|
|
Feb 15, 2023
Q4 2022
|
Bradley Mark J.
|
BUY
|
- |
20+ 0.72% |
$1.99K - $2.32K
|
2.8K
$428K
|
|
Jan 13, 2023
Q4 2022
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
14+ 0.54% |
$1.4K - $1.62K
|
2.63K
$403K
|
|
Feb 10, 2023
Q4 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
3New |
$299 - $347
|
3
$459
|
|
Feb 07, 2023
Q4 2022
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
1+ 0.87% |
$99.7 - $116
|
116
$17.8K
|
|
Q3 2022 | |||||||
Nov 14, 2022
Q3 2022
|
Causeway Capital Management LLC
Los Angeles, CA |
BUY
|
- |
17.2KNew |
$1.72M - $2.06M
|
17.2K
$2.63M
|
|
Nov 14, 2022
Q3 2022
|
Drw Securities, L.L.C.
Chicago, IL |
BUY
|
- |
5.41KNew |
$541K - $647K
|
5.41K
$828K
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
2.01K+ 31.86% |
$201K - $240K
|
8.31K
$1.27M
|
|
Oct 20, 2022
Q3 2022
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
999New |
$99.9K - $119K
|
999
$153K
|
|
Q2 2022 | |||||||
Aug 15, 2022
Q2 2022
|
Wj Interests, LLC
Sugar Land, TX |
BUY
|
- |
84.4KNew |
$8.8M - $10.9M
|
84.4K
$12.9M
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.2K+ 160.0% |
$125K - $156K
|
1.95K
$299K
|
|
Aug 04, 2022
Q2 2022
|
Cutler Group LP
|
BUY
|
- |
501New |
$52.2K - $65K
|
501
$76.7K
|
|
Aug 03, 2022
Q2 2022
|
Tiedemann Advisors, LLC
|
BUY
|
- |
20+ 0.33% |
$2.09K - $2.59K
|
6.16K
$943K
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1New |
$104 - $130
|
1
$153
|
|
Q1 2022 | |||||||
Nov 14, 2022
Q1 2022
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
BUY
|
- |
750New |
$88.2K - $102K
|
750
$115K
|
|
Q4 2021 | |||||||
Feb 11, 2022
Q4 2021
|
Mission Wealth Management, LP
|
BUY
|
- |
2.64KNew |
$333K - $360K
|
2.64K
$404K
|
|
Feb 09, 2022
Q4 2021
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
400New |
$50.4K - $54.6K
|
400
$61.3K
|
|
Q3 2021 | |||||||
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
186New |
$23.2K - $24.7K
|
186
$28.5K
|
|
Nov 03, 2021
Q3 2021
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
14New |
$1.75K - $1.86K
|
14
$2.14K
|
|
Q1 2021 | |||||||
May 28, 2021
Q1 2021
|
Sierra Capital LLC
|
BUY
|
- |
12.2KNew |
$1.36M - $1.46M
|
12.2K
$1.87M
|
|
May 11, 2021
Q1 2021
|
First Pacific Advisors, LP
Los Angeles, CA |
BUY
|
- |
8.81KNew |
$982K - $1.05M
|
8.81K
$1.35M
|
|
Apr 23, 2021
Q1 2021
|
Parallel Advisors, LLC
|
BUY
|
- |
186New |
$20.7K - $22.2K
|
186
$28.5K
|
|
Q2 2020 | |||||||
Jul 27, 2020
Q2 2020
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
1.5KNew |
$112K - $145K
|
1.5K
$230K
|
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
30+ 1.15% |
$2.23K - $2.91K
|
2.64K
$405K
|
|
Q3 2019 | |||||||
Oct 15, 2019
Q3 2019
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
4.79KNew |
$419K - $446K
|
4.79K
$734K
|
|
Q3 2018 | |||||||
Nov 14, 2018
Q3 2018
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
462New |
$40.2K - $42.7K
|
462
$70.8K
|
|
Q2 2018 | |||||||
Aug 30, 2024
Q2 2018
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
260+ 65.82% |
$22.2K - $23.6K
|
655
$100K
|
|
Q3 2017 | |||||||
Nov 14, 2017
Q3 2017
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
1New |
$83.5 - $84.1
|
1
$153
|